Purchases and Sales Made in Q4 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.86K+ 9.97% |
$412K - $482K
|
20.5K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.85K+ 13.87% |
$411K - $480K
|
15.2K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.85KNew |
$409K - $478K
|
1.85K
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.84K+ 3.28% |
$408K - $477K
|
58.1K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.83K+ 14.99% |
$406K - $475K
|
14.1K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.83K+ 14.47% |
$406K - $474K
|
14.5K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.8K+ 4.45% |
$399K - $466K
|
42.2K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 1.36% |
$398K - $465K
|
134K
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.78K+ 1.22% |
$395K - $462K
|
148K
$36.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.78KNew |
$395K - $462K
|
1.78K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.78K+ 9.16% |
$394K - $461K
|
21.2K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.76KNew |
$391K - $456K
|
1.76K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.75K+ 3.34% |
$388K - $454K
|
54.2K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.75K+ 0.11% |
$388K - $454K
|
1.61M
$396M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
1.75KNew |
$387K - $452K
|
1.75K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.73K+ 2162.5% |
$384K - $448K
|
1.81K
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.73K+ 1.76% |
$383K - $447K
|
99.9K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.72K+ 1.21% |
$380K - $444K
|
143K
$35.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.71K+ 6.45% |
$380K - $444K
|
28.3K
$6.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.71K+ 16.53% |
$380K - $444K
|
12.1K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
1.71K+ 8.28% |
$380K - $444K
|
22.4K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.71K+ 2.93% |
$379K - $443K
|
60.1K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.71K+ 3.22% |
$378K - $442K
|
54.7K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7K+ 6.27% |
$377K - $441K
|
28.8K
$7.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.7K+ 41.94% |
$376K - $440K
|
5.74K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.7K+ 0.47% |
$376K - $439K
|
362K
$88.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 1.88% |
$376K - $439K
|
91.8K
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.69K+ 1.37% |
$374K - $437K
|
125K
$30.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.69K+ 5.07% |
$374K - $437K
|
35K
$8.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.68K+ 3.04% |
$372K - $435K
|
57K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.68K+ 4.53% |
$372K - $435K
|
38.8K
$9.52M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.67K+ 3.52% |
$371K - $434K
|
49.2K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.67K+ 0.59% |
$369K - $432K
|
282K
$69.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.66K+ 0.12% |
$368K - $429K
|
1.41M
$346M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.66K+ 3.67% |
$367K - $429K
|
46.8K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 4.99% |
$363K - $424K
|
34.4K
$8.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.63K+ 0.75% |
$361K - $422K
|
220K
$54M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.63K+ 5.44% |
$360K - $421K
|
31.5K
$7.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.62KNew |
$360K - $420K
|
1.62K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$359K - $420K
|
1.62K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.62KNew |
$359K - $419K
|
1.62K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.61K+ 0.74% |
$357K - $417K
|
218K
$53.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.61K+ 4.55% |
$356K - $416K
|
36.9K
$9.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.6K+ 27.52% |
$356K - $415K
|
7.43K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.6KNew |
$354K - $413K
|
1.6K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.59K+ 15.66% |
$353K - $413K
|
11.8K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.59K+ 3.01% |
$353K - $412K
|
54.4K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 0.93% |
$352K - $412K
|
172K
$42.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.57K+ 5.09% |
$348K - $407K
|
32.5K
$7.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.56K+ 21.84% |
$345K - $403K
|
8.69K
$2.13M
|